Kozak & Associates’s Broadridge BR Stock Holding History

Kozak & Associates’s Portfolio BR Stock Details BR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Hold
2025 Q2	–	Sell
2025 Q1	$6.17K	Buy
2022 Q2	–	Sell
2022 Q1	$35K	Hold
2021 Q4	$35K	Hold
2021 Q3	$42K	Buy